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Description

There is much to learn from 2022 as it relates to the 1st quarter of 2023. In doing so, our brain trust here at One Capital Management has completed the first quarter financial playbook.

In this episode, Brad reveals interesting data points in the first part of this year which could come as a surprise... some good and some bad. However, we must remember that staying the course is key in order to having a strong portfolio.

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Show Highlights Include:

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.